Mar 6 • 13M

The Bond Bull is Dead

Long live the bond bear, negative term premiums, a deep dive into the market message, housing, the manufacturing renaissance, China reopening

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Appears in this episode

Barry C. Knapp
Macroeconomic and public policy strategy
Episode details

This audio summarizes our March 4 note, The Bond Bull is Dead

Figure 2: For an explanation of term premium see Treasury Term Premia. Negative term premium given the macro environment makes no economic sense, the only plausible explanation is central bank suppression.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC


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